Templates
Overview
Templates are pre-written message responses that can be used across your platform — in workflows, broadcasts, and by AI agents. Each template consists of a name, a message body, and an optional media attachment (image, video, or file). Templates save time by allowing you to reuse common messages without retyping them.
How to Access
- Navigate to Tools > Templates
- Required role: Admin
Interface Overview
The Templates page displays:
- A header with the page title and an + Add New button
- A list of template cards, each showing the template name
- Each card has a dropdown menu with Edit and Delete options
Features & Actions
Create a New Template
What it does: Creates a new message template and opens the editor to configure its content.
Steps:
- Click the + Add New button
- Enter a Name for the template
- Click Submit
- You will be redirected to the template editor to add the message and media
Important notes:
- The template name is required and cannot be empty
- After creation, configure the message body and optionally attach media
View and Edit a Template
What it does: Opens the template editor where you can modify the message text, media, and other settings.
Steps:
- Click on the template name or card
- Alternatively, click the menu icon (three dots) and select Edit
- You will be taken to the template detail page with the editor
Delete a Template
What it does: Permanently removes a template.
Steps:
- Click the menu icon (three dots) on the template card
- Select Delete
- Confirm the deletion by clicking Delete
Important notes:
- This action cannot be undone
- If the template is used in a workflow or broadcast, those references will no longer work
Fields Reference
| Field | Description | Required | Notes |
|---|---|---|---|
| Name | Display name for the template | Yes | Must not be empty |
Important Notes
- Templates are shared across the organization; all admins can view and edit them
- Templates can be referenced in workflow steps (Template Message step) and broadcast content
- Deleting a template does not automatically remove references to it in workflows or broadcasts
FAQ
Q: Where can I use templates? A: Templates can be used in Workflow steps (Template Message), Broadcast campaigns, and by AI agents (via WhatsApp Templates tool configuration).
Q: Can I duplicate a template? A: There is no direct copy feature. Create a new template and manually copy the content from an existing one.
Q: Is there a limit to how many templates I can create? A: There is no hard limit on the number of templates.